The Analysis of Wealth Management Associates, Inc.'s Holdings

Currently, Wealth Management Associates, Inc. holds 230 types of securities in its portfolio with a total value $281.8M. In the most recent quarter, they have increased their positions in ARTY (+20.1K shares, valued at $918.3K), RKT (+35.7K shares, valued at $692.5K), BA (+2.8K shares, valued at $614.7K); decreased their positions in NVDA (-4.8K shares, valued at $898.9K), TLT (-9.6K shares, valued at $857.7K), GOOGL (-2.0K shares, valued at $497.4K); initiated new positions in ARTY (+20.1K shares, valued at $918.3K), BA (+2.8K shares, valued at $614.7K), ETHA (+17.7K shares, valued at $557.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC62.7K shares-2.87%2025-09-302025-10-21

IVV ISHARES TR18.8K shares-0.36%2025-09-302025-10-21

TLT ISHARES TR129.0K shares-6.93%2025-09-302025-10-21

MSFT MICROSOFT CORP20.8K shares-0.49%2025-09-302025-10-21

NVDA NVIDIA CORPORATION50.4K shares-8.73%2025-09-302025-10-21

VTI VANGUARD INDEX FDS28.3K shares0.10%2025-09-302025-10-21

PLTR PALANTIR TECHNOLOGIES INC47.7K shares-3.70%2025-09-302025-10-21

DVY ISHARES TR58.6K shares1.73%2025-09-302025-10-21

Sponsored

VYM VANGUARD WHITEHALL FDS43.1K shares0.15%2025-09-302025-10-21

ITOT ISHARES TR38.5K shares3.45%2025-09-302025-10-21

TDIV FIRST TR EXCHANGE TRADED FD56.3K shares-1.42%2025-09-302025-10-21

IDV ISHARES TR147.3K shares-0.87%2025-09-302025-10-21

GLD SPDR GOLD TR14.9K shares2.48%2025-09-302025-10-21

KMI KINDER MORGAN INC DEL152.8K shares-2.95%2025-09-302025-10-21

AIQ GLOBAL X FDS75.1K shares14.93%2025-09-302025-10-21

AVGO BROADCOM INC10.9K shares5.17%2025-09-302025-10-21

Sponsored

AXON AXON ENTERPRISE INC5.0K shares-0.10%2025-09-302025-10-21

AGG ISHARES TR34.8K shares5.59%2025-09-302025-10-21

SRLN SSGA ACTIVE ETF TR80.8K shares6.47%2025-09-302025-10-21

GOOGL ALPHABET INC13.7K shares-13.02%2025-09-302025-10-21

T AT&T INC102.9K shares0.62%2025-09-302025-10-21

XOM EXXON MOBIL CORP25.7K shares-1.94%2025-09-302025-10-21

AMZN AMAZON COM INC12.8K shares1.17%2025-09-302025-10-21

LLY ELI LILLY & CO3.7K shares-0.75%2025-09-302025-10-21

Sponsored

HDV ISHARES TR22.8K shares5.15%2025-09-302025-10-21

BIV VANGUARD BD INDEX FDS35.6K shares5.57%2025-09-302025-10-21

JPM JPMORGAN CHASE & CO.8.7K shares-0.46%2025-09-302025-10-21

GOOG ALPHABET INC10.3K shares0.13%2025-09-302025-10-21

VGT VANGUARD WORLD FD3.2K shares-0.15%2025-09-302025-10-21

PHYS SPROTT ASSET MANAGEMENT LP80.0K shares-0.67%2025-09-302025-10-21

IBIT ISHARES BITCOIN TRUST ETF36.5K shares13.23%2025-09-302025-10-21

CRWD CROWDSTRIKE HLDGS INC4.7K shares-0.42%2025-09-302025-10-21

Sponsored

APLD APPLIED DIGITAL CORP94.7K shares0.11%2025-09-302025-10-21

PEG PUBLIC SVC ENTERPRISE GRP IN25.7K shares0.04%2025-09-302025-10-21

QQQ INVESCO QQQ TR3.5K shares2.49%2025-09-302025-10-21

ONEQ FIDELITY COMWLTH TR23.1K shares5.69%2025-09-302025-10-21

VZ VERIZON COMMUNICATIONS INC43.4K shares1.62%2025-09-302025-10-21

JNJ JOHNSON & JOHNSON10.2K shares2.41%2025-09-302025-10-21

SOUN SOUNDHOUND AI INC109.8K shares-1.59%2025-09-302025-10-21

BAC BANK AMERICA CORP34.2K shares-1.13%2025-09-302025-10-21

Sponsored

RKT ROCKET COS INC84.0K shares74.04%2025-09-302025-10-21

GE GE AEROSPACE5.3K shares-9.15%2025-09-302025-10-21

IBM INTERNATIONAL BUSINESS MACHS5.5K shares8.83%2025-09-302025-10-21

ABBV ABBVIE INC6.5K shares0.08%2025-09-302025-10-21

PG PROCTER AND GAMBLE CO9.0K shares-2.18%2025-09-302025-10-21

SPMO INVESCO EXCH TRADED FD TR II11.4K shares-0.82%2025-09-302025-10-21

PFE PFIZER INC52.9K shares-5.24%2025-09-302025-10-21

IAU ISHARES GOLD TR17.9K shares0.06%2025-09-302025-10-21

Sponsored

VFH VANGUARD WORLD FD9.7K shares-0.29%2025-09-302025-10-21

WMT WALMART INC12.2K shares-12.43%2025-09-302025-10-21

USMV ISHARES TR13.1K shares1.12%2025-09-302025-10-21

CVX CHEVRON CORP NEW7.9K shares7.46%2025-09-302025-10-21

MA MASTERCARD INCORPORATED2.0K shares0.05%2025-09-302025-10-21

IGEB ISHARES TR25.2K shares2.38%2025-09-302025-10-21

ILCB ISHARES TR12.5K shares-0.65%2025-09-302025-10-21

V VISA INC3.3K shares-0.12%2025-09-302025-10-21

Sponsored

FLBL FRANKLIN TEMPLETON ETF TR42.7K shares0.00%2025-09-302025-10-21

MRK MERCK & CO INC11.9K shares5.52%2025-09-302025-10-21

FTSM FIRST TR EXCHANGE-TRADED FD16.4K shares9.32%2025-09-302025-10-21

ARTY ISHARES TR20.1K sharesnew addition2025-09-302025-10-21

IYF ISHARES TR7.2K shares4.22%2025-09-302025-10-21

HD HOME DEPOT INC2.2K shares-5.11%2025-09-302025-10-21

MCD MCDONALDS CORP3.0K shares-18.73%2025-09-302025-10-21

IDU ISHARES TR7.7K shares6.58%2025-09-302025-10-21

Sponsored

VOO VANGUARD INDEX FDS1.4K shares21.64%2025-09-302025-10-21

CMCSA COMCAST CORP NEW26.5K shares-1.07%2025-09-302025-10-21

DGRO ISHARES TR11.7K shares1.51%2025-09-302025-10-21

GEV GE VERNOVA INC1.3K shares3.60%2025-09-302025-10-21

RSPT INVESCO EXCHANGE TRADED FD T17.6K shares3.23%2025-09-302025-10-21

SLV ISHARES SILVER TR17.9K shares76.65%2025-09-302025-10-21

DUK DUKE ENERGY CORP NEW6.0K shares-7.66%2025-09-302025-10-21

CSCO CISCO SYS INC10.7K shares-5.91%2025-09-302025-10-21

Sponsored

TJX TJX COS INC NEW5.1K shares0.00%2025-09-302025-10-21

COST COSTCO WHSL CORP NEW782 shares-1.51%2025-09-302025-10-21

LNKB LINKBANCORP INC99.0K shares0.00%2025-09-302025-10-21

C CITIGROUP INC6.9K shares0.65%2025-09-302025-10-21

DOCU DOCUSIGN INC9.7K shares-0.26%2025-09-302025-10-21

SPY SPDR S&P 500 ETF TR1.0K shares-1.42%2025-09-302025-10-21

DGRW WISDOMTREE TR7.8K shares0.97%2025-09-302025-10-21

ETN EATON CORP PLC1.8K shares0.06%2025-09-302025-10-21

Sponsored

DIS DISNEY WALT CO5.7K shares7.94%2025-09-302025-10-21

VLO VALERO ENERGY CORP3.8K shares0.00%2025-09-302025-10-21

CAT CATERPILLAR INC1.3K shares-1.19%2025-09-302025-10-21

ADBE ADOBE INC1.8K shares0.00%2025-09-302025-10-21

CEG CONSTELLATION ENERGY CORP1.9K shares-11.46%2025-09-302025-10-21

TXN TEXAS INSTRS INC3.3K shares0.00%2025-09-302025-10-21

BA BOEING CO2.8K sharesnew addition2025-09-302025-10-21

ANET ARISTA NETWORKS INC4.2K shares0.00%2025-09-302025-10-21

Sponsored

IXC ISHARES TR14.6K shares0.00%2025-09-302025-10-21

COR CENCORA INC1.9K shares0.00%2025-09-302025-10-21

VHT VANGUARD WORLD FD2.2K shares0.36%2025-09-302025-10-21

COP CONOCOPHILLIPS5.9K shares-32.13%2025-09-302025-10-21

ETHA ISHARES ETHEREUM TR17.7K sharesnew addition2025-09-302025-10-21

USFR WISDOMTREE TR10.8K shares16.27%2025-09-302025-10-21

R RYDER SYS INC2.8K shares0.00%2025-09-302025-10-21

FDVV FIDELITY COVINGTON TRUST9.6K shares7.68%2025-09-302025-10-21

Sponsored

WMB WILLIAMS COS INC8.3K shares0.57%2025-09-302025-10-21

SNPS SYNOPSYS INC1.1K shares18.62%2025-09-302025-10-21

TDOC TELADOC HEALTH INC67.5K shares15.53%2025-09-302025-10-21

NVTS NAVITAS SEMICONDUCTOR CORP72.1K sharesnew addition2025-09-302025-10-21

SO SOUTHERN CO5.4K shares10.16%2025-09-302025-10-21

ABUS ARBUTUS BIOPHARMA CORP112.8K shares7.53%2025-09-302025-10-21

KR KROGER CO7.5K shares0.01%2025-09-302025-10-21

ADP AUTOMATIC DATA PROCESSING IN1.7K shares-4.64%2025-09-302025-10-21

Sponsored

TSLA TESLA INC1.1K shares-18.93%2025-09-302025-10-21

ABT ABBOTT LABS3.8K shares0.03%2025-09-302025-10-21

UNP UNION PAC CORP2.1K shares0.00%2025-09-302025-10-21

IJH ISHARES TR7.6K shares-0.33%2025-09-302025-10-21

VRT VERTIV HOLDINGS CO3.2K shares33.70%2025-09-302025-10-21

NOW SERVICENOW INC517 shares-0.58%2025-09-302025-10-21

QCOM QUALCOMM INC2.8K shares-0.11%2025-09-302025-10-21

TKO TKO GROUP HOLDINGS INC2.3K shares19.76%2025-09-302025-10-21

Sponsored

META META PLATFORMS INC636 shares7.80%2025-09-302025-10-21

BBIO BRIDGEBIO PHARMA INC8.9K shares4.71%2025-09-302025-10-21

PANW PALO ALTO NETWORKS INC2.3K shares0.00%2025-09-302025-10-21

BBY BEST BUY INC6.1K shares40.23%2025-09-302025-10-21

IXUS ISHARES TR5.5K shares0.00%2025-09-302025-10-21

SYY SYSCO CORP5.5K shares0.00%2025-09-302025-10-21

UNH UNITEDHEALTH GROUP INC1.3K shares78.39%2025-09-302025-10-21

PGR PROGRESSIVE CORP1.8K shares0.00%2025-09-302025-10-21

Sponsored

ORLY OREILLY AUTOMOTIVE INC4.1K shares0.00%2025-09-302025-10-21

NEE NEXTERA ENERGY INC5.9K shares0.00%2025-09-302025-10-21

SYF SYNCHRONY FINANCIAL6.2K shares0.00%2025-09-302025-10-21

TRGP TARGA RES CORP2.6K shares0.00%2025-09-302025-10-21

CAH CARDINAL HEALTH INC2.7K shares-32.00%2025-09-302025-10-21

SPLV INVESCO EXCH TRADED FD TR II5.8K shares-0.16%2025-09-302025-10-21

RSP INVESCO EXCHANGE TRADED FD T2.2K shares0.90%2025-09-302025-10-21

WFC WELLS FARGO CO NEW5.0K shares-9.36%2025-09-302025-10-21

Sponsored

TD TORONTO DOMINION BK ONT5.2K shares-4.27%2025-09-302025-10-21

QUAL ISHARES TR2.1K shares-0.33%2025-09-302025-10-21

MO ALTRIA GROUP INC6.2K shares12.45%2025-09-302025-10-21

MELI MERCADOLIBRE INC176 shares0.00%2025-09-302025-10-21

FDX FEDEX CORP1.7K shares0.00%2025-09-302025-10-21

TGT TARGET CORP4.5K shares37.96%2025-09-302025-10-21

BRK.B BERKSHIRE HATHAWAY INC DEL796 shares-0.25%2025-09-302025-10-21

PYPL PAYPAL HLDGS INC5.9K shares0.20%2025-09-302025-10-21

Sponsored

ARGX ARGENX SE539 shares0.00%2025-09-302025-10-21

KKR KKR & CO INC3.0K shares25.11%2025-09-302025-10-21

FHLC FIDELITY COVINGTON TRUST5.9K shares-1.23%2025-09-302025-10-21

INTU INTUIT571 shares0.00%2025-09-302025-10-21

BKNG BOOKING HOLDINGS INC71 shares0.00%2025-09-302025-10-21

KO COCA COLA CO5.8K shares7.08%2025-09-302025-10-21

ISRG INTUITIVE SURGICAL INC850 shares0.24%2025-09-302025-10-21

IWV ISHARES TR1.0K shares0.00%2025-09-302025-10-21

Sponsored

TT TRANE TECHNOLOGIES PLC896 shares-5.88%2025-09-302025-10-21

OKE ONEOK INC NEW5.1K shares0.49%2025-09-302025-10-21

VUSB VANGUARD BD INDEX FDS7.5K shares0.00%2025-09-302025-10-21

DON WISDOMTREE TR7.1K shares0.08%2025-09-302025-10-21

CIBR FIRST TR EXCHANGE TRADED FD4.9K shares22.93%2025-09-302025-10-21

NXJ NUVEEN NEW JERSEY QULT MUN F28.3K shares0.00%2025-09-302025-10-21

LNG CHENIERE ENERGY INC1.5K shares0.14%2025-09-302025-10-21

PPL PPL CORP9.2K shares0.04%2025-09-302025-10-21

Sponsored

LVS LAS VEGAS SANDS CORP6.4K shares0.47%2025-09-302025-10-21

VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.00%2025-09-302025-10-21

ADI ANALOG DEVICES INC1.4K shares16.01%2025-09-302025-10-21

AMAT APPLIED MATLS INC1.6K shares1.42%2025-09-302025-10-21

LMBS FIRST TR EXCHANGE-TRADED FD6.7K shares0.13%2025-09-302025-10-21

THG HANOVER INS GROUP INC1.8K shares0.00%2025-09-302025-10-21

LMT LOCKHEED MARTIN CORP653 shares-1.51%2025-09-302025-10-21

NBIS NEBIUS GROUP N.V.2.9K sharesnew addition2025-09-302025-10-21

Sponsored

COWZ PACER FDS TR5.5K shares0.05%2025-09-302025-10-21

IMCB ISHARES TR3.8K shares0.00%2025-09-302025-10-21

MCK MCKESSON CORP410 shares0.00%2025-09-302025-10-21

TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K sharesnew addition2025-09-302025-10-21

FTCS FIRST TR EXCHANGE-TRADED FD3.3K shares0.61%2025-09-302025-10-21

RTX RTX CORPORATION1.8K shares6.03%2025-09-302025-10-21

MS MORGAN STANLEY1.9K shares1.16%2025-09-302025-10-21

LHX L3HARRIS TECHNOLOGIES INC988 shares0.00%2025-09-302025-10-21

Sponsored

WM WASTE MGMT INC DEL1.4K shares0.00%2025-09-302025-10-21

FPEI FIRST TR EXCH TRADED FD III15.5K sharesnew addition2025-09-302025-10-21

CB CHUBB LIMITED1.1K shares7.43%2025-09-302025-10-21

O REALTY INCOME CORP4.9K shares0.00%2025-09-302025-10-21

VOOV VANGUARD ADMIRAL FDS INC1.5K shares0.00%2025-09-302025-10-21

NAD NUVEEN QUALITY MUNCP INCOME25.0K shares0.00%2025-09-302025-10-21

VIK VIKING HOLDINGS LTD4.7K shares0.00%2025-09-302025-10-21

VYMI VANGUARD WHITEHALL FDS3.4K shares1.78%2025-09-302025-10-21

Sponsored

EPD ENTERPRISE PRODS PARTNERS L9.2K shares0.00%2025-09-302025-10-21

BK BANK NEW YORK MELLON CORP2.6K shares5.20%2025-09-302025-10-21

VCLT VANGUARD SCOTTSDALE FDS3.6K shares0.00%2025-09-302025-10-21

EXC EXELON CORP6.3K shares-0.63%2025-09-302025-10-21

PNC PNC FINL SVCS GROUP INC1.4K shares0.00%2025-09-302025-10-21

NLR VANECK ETF TRUST2.0K sharesnew addition2025-09-302025-10-21

TTD THE TRADE DESK INC5.6K shares-50.41%2025-09-302025-10-21

NFLX NETFLIX INC229 sharesnew addition2025-09-302025-10-21

Sponsored

PH PARKER-HANNIFIN CORP360 shares0.00%2025-09-302025-10-21

WBD WARNER BROS DISCOVERY INC13.9K shares8.91%2025-09-302025-10-21

QBTS D-WAVE QUANTUM INC10.9K sharesnew addition2025-09-302025-10-21

AXP AMERICAN EXPRESS CO792 sharesnew addition2025-09-302025-10-21

COWG PACER FDS TR7.2K shares0.00%2025-09-302025-10-21

AMT AMERICAN TOWER CORP NEW1.4K shares1.42%2025-09-302025-10-21

EQT EQT CORP4.7K sharesnew addition2025-09-302025-10-21

SHOP SHOPIFY INC1.7K sharesnew addition2025-09-302025-10-21

Sponsored

XLE SELECT SECTOR SPDR TR2.9K shares0.28%2025-09-302025-10-21

GILD GILEAD SCIENCES INC2.3K shares0.00%2025-09-302025-10-21

PM PHILIP MORRIS INTL INC1.6K shares1.24%2025-09-302025-10-21

OUNZ VANECK MERK GOLD ETF6.8K shares0.00%2025-09-302025-10-21

SCCO SOUTHERN COPPER CORP2.1K shares-0.58%2025-09-302025-10-21

FI FISERV INC1.9K shares-0.51%2025-09-302025-10-21

PEP PEPSICO INC1.8K shares0.11%2025-09-302025-10-21

FXL FIRST TR EXCHANGE TRADED FD1.5K shares0.00%2025-09-302025-10-21

Sponsored

PFF ISHARES TR7.6K sharesnew addition2025-09-302025-10-21

IFRA ISHARES TR4.6K shares0.00%2025-09-302025-10-21

SPHQ INVESCO EXCHANGE TRADED FD T3.2K shares-0.22%2025-09-302025-10-21

QQQM INVESCO EXCH TRADED FD TR II951 sharesnew addition2025-09-302025-10-21

AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2025-09-302025-10-21

NOC NORTHROP GRUMMAN CORP378 sharesnew addition2025-09-302025-10-21

XLK SELECT SECTOR SPDR TR809 shares-0.25%2025-09-302025-10-21

SGMO SANGAMO THERAPEUTICS INC335.8K shares9.10%2025-09-302025-10-21

Sponsored

BMY BRISTOL-MYERS SQUIBB CO5.0K shares1.30%2025-09-302025-10-21

LRCX LAM RESEARCH CORP1.7K sharesnew addition2025-09-302025-10-21

BLK BLACKROCK INC191 shares0.00%2025-09-302025-10-21

LGOV FIRST TR EXCHANGE-TRADED FD10.2K shares0.00%2025-09-302025-10-21

SHV ISHARES TR2.0K shares0.00%2025-09-302025-10-21

MMC MARSH & MCLENNAN COS INC1.1K shares0.00%2025-09-302025-10-21

ITB ISHARES TR2.0K sharesnew addition2025-09-302025-10-21

PWR QUANTA SVCS INC514 sharesnew addition2025-09-302025-10-21

Sponsored

IJR ISHARES TR1.8K sharesnew addition2025-09-302025-10-21

GD GENERAL DYNAMICS CORP604 sharesnew addition2025-09-302025-10-21

SKYY FIRST TR EXCHANGE TRADED FD1.5K sharesnew addition2025-09-302025-10-21

CME CME GROUP INC750 shares0.00%2025-09-302025-10-21

PODD INSULET CORP653 shares0.00%2025-09-302025-10-21

F FORD MTR CO14.2K shares5.05%2025-09-302025-10-21

NVG NUVEEN AMT FREE MUN CR INC F13.8K shares0.00%2025-09-302025-10-21

BDJ BLACKROCK ENHANCED EQUITY DI18.0K shares0.00%2025-09-302025-10-21

Sponsored

NUW NUVEEN AMT-FREE MUN VALUE FD10.9K shares0.18%2025-09-302025-10-21

NEA NUVEEN AMT FREE QLTY MUN INC12.5K shares0.37%2025-09-302025-10-21

WRN WESTERN COPPER & GOLD CORP67.9K shares7.10%2025-09-302025-10-21

NUV NUVEEN MUN VALUE FD INC14.4K shares0.00%2025-09-302025-10-21

TLRY TILRAY BRANDS INC28.8K shares0.00%2025-09-302025-10-21

QSI QUANTUM SI INC30.9K shares14.84%2025-09-302025-10-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available